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Sigma Investment Counselors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sigma Investment Counselors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,900
Closed -$1.98M – 175
2020
Q3 		$1.98M Buy
+5,900
New +$1.96M 0.38% 50

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sigma Investment Counselors's SPY Position: Q2 2026 in Review

Sigma Investment Counselors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, selling an estimated $240K and leaving 15,600 shares worth $11.6M. The position accounts for 0.57% of the portfolio, ranked #35.

Sigma Investment Counselors first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 3,520 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Sigma Investment Counselors held 15,600 shares of State Street SPDR S&P 500 ETF Trust worth $11.6M as of Q2 2026.
  • Sigma Investment Counselors sold 331 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $240K.
  • State Street SPDR S&P 500 ETF Trust made up 0.57% of Sigma Investment Counselors's portfolio in Q2 2026, its #35 holding.
  • Sigma Investment Counselors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • 3,520 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.